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Transfers Administrator, Temporary Jobs
Company | Aviso Wealth |
Address | Toronto, Ontario, Canada |
Employment type | TEMPORARY |
Salary | |
Category | Financial Services |
Expires | 2023-09-29 |
Posted at | 8 months ago |
Description
- Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
- Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
- Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
- Review and respond to transfers in inquiries
- Initiate new manual or ATON transfers in and transfers out
- Assist / cover others in the Transfers Department as needed
- Process transfer in requests according to service level agreements
- Provide operational support for transfers to external institutions
- File completed transfer documents and shred all printed documents
- Monitor the transfers mailbox and collect incoming mail
- Handle special projects or other assignments as requested
- Track status and follow-up on initiated transfers
- Extremely detail oriented and accurate
- Excellent organizational and multi-tasking skills to meet required deadlines daily
- Strong team player in the department and across departments
- Strong problem solving skills
- Experience with Dataphile and/or Univeris is an asset
- Strong desire and initiative to become a subject matter expert over time and to reach out and understand the functions of other departments in Operations
- Minimum 1 year experience in back office administration in a financial securities firm
- Fluent verbal and written communication skills in English are required and bilingual skills in French are an asset
- Generous vacation time, fitness benefit, parental leave top-up options
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees
- Regular social events to foster teamwork
- Competitive compensation package that rewards and recognizes individual contributions
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
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